As new development projects remain tough to notch, senior living companies are wielding data to make more granular decisions about how and where they grow. For a recent joint-venture project in Rehoboth Beach, Delaware, partners Ciel Senior Living and Redico and its vertically integrated operator American House Senior Living looked …
This story is part of your SHN+ subscription Senior living operators have the wind at their back with regard to demand. Their communities might be closer to full than they think, limiting their ability to grow in the future. The issue is occupancy, or rather, which occupancy metric operators track. …
This story is part of your SHN+ subscription Last year was not the big year for new development that the senior living industry hoped for. Now, almost halfway into 2026, owners, operators and investors are still waiting, with little indication as to when conditions will turn the corner. The senior …
This story is part of your SHN+ subscription “Ready to grow, struggling to build” – I think that sentiment from NIC Senior Principal Omar Zahraoui on stage at our recent BUILD conference perfectly describes the state of the senior living industry in 2025. On the one hand, four consecutive years …
This article is part of your SHN+ subscription The senior living industry potentially faces a workforce shortfall in the years ahead. For years, operators had hoped immigration would help close that gap – but that hope has faded in the last four months. As demand for senior living rises, industry …
This article is part of your SHN+ subscription Last month, I heard something unusual on Welltower’s (NYSE: WELL) Q4 2024 earnings call: CEO Shankh Mitra referring to “underpants gnomes.” The reference came up as he was describing the “fundamental misunderstanding” that senior living developers seem to have when talking about …
This article is part of your SHN+ subscription The senior living industry is much more optimistic in 2025 about the demand at its doorstep in the form of the baby boomers – but there is still a lingering disconnect between recognizing that demand and actually meeting it. That was among …
This article is part of your SHN+ subscription The senior living industry’s best-ever period of occupancy, margins and revenue growth is right in front of it in 2025. This was the prevailing sentiment that I took away from the recent American Seniors Housing Association (ASHA) conference, where optimism abounded amid …
This story is part of your SHN+ subscription In 2025, demand is surging. The rate of newly built communities is not. If the industry does not move faster and conditions persist into next year, it will run into challenges as it seeks to grow for the boomer generation. A big …
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